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INSTITUTIONAL HOLDINGS · 35,398 results Live
Institutional Holdings OPTIMA Oct 29 — 0.00

13F-HR - OPTIMA CAPITAL LLC (0002070972) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by OPTIMA CAPITAL LLC.

Institutional Holdings SUMMIT Oct 29 — 0.00

13F-HR - SUMMIT PARTNERS L P (0000830588) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SUMMIT PARTNERS L P.

Institutional Holdings GREENLEAF Oct 29 — 0.00

13F-HR - GREENLEAF TRUST (0001162170) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GREENLEAF TRUST.

Institutional Holdings Hubbell Oct 29 — 0.00

13F-HR - Hubbell Strickland Wealth Management, LLC (0001791555) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hubbell Strickland Wealth Management, LLC.

Institutional Holdings Nippon Oct 29 — 0.00

13F-HR - Nippon Life Global Investors Americas, Inc. (0001040190) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Nippon Life Global Investors Americas, Inc..

Institutional Holdings MeadowBrook Oct 29 — 0.00

13F-HR - MeadowBrook Investment Advisors LLC (0001308290) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MeadowBrook Investment Advisors LLC.

Institutional Holdings DecisionMap Oct 29 — 0.00

13F-HR - DecisionMap Wealth Management, LLC (0002001526) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by DecisionMap Wealth Management, LLC.

Institutional Holdings STEINBERG Oct 29 — 0.00

13F-HR - STEINBERG ASSET MANAGEMENT LLC (0001169883) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by STEINBERG ASSET MANAGEMENT LLC.

Institutional Holdings Accordant Oct 29 — 0.00

13F-HR - Accordant Advisory Group Inc (0002013499) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Accordant Advisory Group Inc.

Institutional Holdings Rachor Oct 29 — 0.00

13F-HR - Rachor Investment Advisory Services, LLC (0002008792) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Rachor Investment Advisory Services, LLC.

Institutional Holdings Hollow Oct 29 — 0.00

13F-HR - Hollow Brook Wealth Management LLC (0001455251) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hollow Brook Wealth Management LLC.

Institutional Holdings Corundum Oct 29 — 0.00

13F-HR - Corundum Trust Company, INC (0001987720) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Corundum Trust Company, INC.

Institutional Holdings WOODMONT Oct 29 — 0.00

13F-HR - WOODMONT INVESTMENT COUNSEL LLC (0001133653) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WOODMONT INVESTMENT COUNSEL LLC.

Institutional Holdings Traynor Oct 29 — 0.00

13F-HR - Traynor Capital Management, Inc. (0001666786) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Traynor Capital Management, Inc..

Institutional Holdings Dala Oct 29 — 0.00

13F-HR - Dala Group, LLC (0002129058) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Dala Group, LLC.

Institutional Holdings WALLED Oct 29 — 0.00

13F-HR - WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (0001812177) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC.

Institutional Holdings Orca Oct 29 — 0.00

13F-HR - Orca Investment Management, LLC (0001511229) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Orca Investment Management, LLC.

Institutional Holdings Bank Oct 29 — 0.00

13F-HR - Bank Julius Baer & Co. Ltd, Zurich (0001544599) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bank Julius Baer & Co. Ltd, Zurich.

Institutional Holdings PINKERTON Oct 29 — 0.00

13F-HR - PINKERTON WEALTH, LLC (0001536446) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PINKERTON WEALTH, LLC.

Institutional Holdings Prairie Oct 29 — 0.00

13F-HR - Prairie Wealth Advisors, Inc. (0002022783) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Prairie Wealth Advisors, Inc..